Pre-Call Questionnaire

We’re excited to connect with you.

To get the most out of our 30-min call together, please take 5 minutes and complete this short questionnaire.

It will help us understand who you are, what you’re looking to accomplish, and how we can best support you in achieving it. Once you hit submit, you will immediately be redirected to schedule your complimentary consultation with us. Talk with you soon!

General Information

First Name *

Last Name *

Email *

Phone 1 *

Street Address *

City *

State *

Zip Code *

How did you hear about us? *

Purpose

Why are you passionate about scaling your business? *

What do you want your business to do for you? *

What do you want your business to do for those you’re serving? *

WORKING vs NOT WORKING

What’s been working well as you build and scale your business? *

What’s your biggest challenge as you build and scale your business *

BUSINESS DETAILS

Company *

Company Website *

Gross Revenue *

How many team members do you have? *

SYNDICATORS ONLY

How long have you been working on your business?

How many syndication deals have you completed?

How much capital have you raised to date? (Money in bank)

What types of syndication projects are you focused on?

Rate the following Pillars of a Syndication Business based on what’s working best to least. 1 Being Best and 4 Being Least

Raising Capital

Doing Deals

Managing Processes

Leading People

On a scale of 1-10, how satisfied are you with your syndication?

OTHER BUSINESSES

Do you have any other businesses? If so, please list.

Do you have any business partners? If so, please list their names & roles

YOUR SWEET SPOT

On a scale of 1-10, 10 being the most and 1 being the least, how much do you enjoy each of the following responsibilities?

Making Sales *

Doing Deals *

Creating Content *

Being Your Brand Ambassador *

Building Relationships *

Managing Emails *

Performing Back-Office Administrative Tasks *

Setting Up Infrastructure *

COMMITMENT

How much time per week can you dedicate to scaling your business? *

If accepted, are you in a position to invest $25K to get started? *

Yes No